Kaizen #193: Creating different fields in Zoho CRM through API
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In Zoho CRM, you have the option to tailor modules according to your organization's unique needs using custom fields. These can be created manually in the module builder or via API.
From Zoho CRM API version 6, you can add custom fields via API using the below endpoint:
|
POST
{api-domain}/crm/{version}/settings/fields?module={module_API_name}
|
From Zoho CRM API version 8, additional field types like multi-select lookups, multi-user lookup additions are also supported.
This article is intended to be a guide on how to create fields through the API.
|
Field Type (UI)
|
Field Data Type
|
|
Single Line
|
text
|
|
Multi-Line
|
textarea
|
|
Email
|
|
|
Phone
|
phone
|
|
Pick List
|
picklist
|
|
Multi Select
|
multiselectpicklist
|
|
Date
|
date
|
|
Date/Time
|
datetime
|
|
Number
|
integer
|
|
Auto-Number
|
autonumber
|
|
Currency
|
currency
|
|
Decimal
|
double
|
|
Percent
|
percent (only in POST)
|
|
Long Integer
|
bigint
|
|
Checkbox
|
Boolean
|
|
URL
|
website
|
|
Lookup
|
lookup
|
|
Formula
|
formula
|
|
User (Type- Single User)
|
userlookup |
|
User (Type- Multiple Users)
|
multiuserlookup
|
|
File Upload
|
fileupload
|
|
Image Upload
|
imageupload
|
|
Rollup Summary
|
rollup_summary
|
|
Multi-Select Lookup
|
multiselectlookup
|
The fields in below JSON are common for all fields. Field types such as single line text, phone, email, date, datetime, integer, and url fields consists of the below common fields alone and there are no dependent fields for them.
|
{
"fields": [
{
"field_label": "Your Field Label",
"data_type": "<field_type>",
"length": "<length>",
"tooltip": {
"name": "static_text",
"value": "Tooltip message"
},
"profiles": [
{
"id": "<profile_id_1>",
"permission_type": "read_write"
},
{
"id": "<profile_id_2>",
"permission_type": "read_only"
}
],
"external": {
"type": "user",
"show": false
},
"crypt": {
"mode": "decryption"
}
}
]
}
|
|
Key
|
Mandatory
|
Description
|
|
field_label
|
Yes
|
Display name of the field
|
|
date_type
|
Yes
|
Field type
|
|
length
|
No
|
Max number of characters allowed for a field |
|
filterable
|
No
|
Whether field can be used in filters. When set to true, the field will be available for use in Criteria Pattern Editors. Note that it is not applicable for imageupload, fileupload, textarea, and formula fields |
|
tooltip
|
No |
Field help text; name can be static_text or info_icon
|
|
profiles
|
No
|
Access control per profile (read_write, read_only, hidden)
|
| crypt |
No
|
Whether to encrypt the field (encryption or decryption)
|
|
unique
|
No
|
Enforce uniqueness across records
|
|
hipaa_compliance_enabled
|
No
|
Enable HIPAA protection
|
|
private
|
No
|
Enable GDPR-level handling (Low or High)
|
Single line Field
The single line field is a string field that can store 255 characters, and alphanumeric and special characters. It can be used to store fields like name, company, account name, etc. To create a single line field, give data_type as text.
A single line field can be marked as an external field. An external field is used to hold a record's unique ID available in an external system.
|
{
"fields": [
{
"data_type": "text",
"field_label": "External ID",
"external": {
"type": "org",
"show": true
}
}
]
}
|
Multiline Fields
The multi line field is a string field that can be used when you need a larger string field. It accepts alphanumeric and special characters. Multiline fields are of three types: plain text small, plain text large, and rich text field.
|
Multi-line field type
|
Character limit
|
Can be marked Mandatory?
|
Can be Encrypted?
|
|
Plain text small
|
Up to 2000
|
Yes
|
Yes
|
|
Plain text large
|
Up to 32000
|
Yes
|
No
|
|
Rich text (RTF)
|
Up to 50000
|
No
|
No
|
1) Plain Text Small Field
This type of multi-line field is ideal for concise entries up to 2000 character size. To create a plain text small multi line field, give data_type as textarea and type key in text area JSON object as "small".
|
{
"fields": [
{
"field_label": "Apartment_details",
"data_type": "textarea",
"length" : 2000,
"textarea": {
"type": "small"
}
}
]
}
|
2) Plain Text Large Field
This type of multi line field is ideal for more extensive entries of up to 32000 character size. To create a plain text large multi line field, give data_type as textarea and type key in text area JSON object as "large".
|
{
"fields": [
{
"field_label": "Apartment_details",
"data_type": "textarea",
"length" : 32000,
"textarea": {
"type": "large"
}
}
]
}
|
3) Rich text Field
Rich text field is ideal when formatted text needs to be entered. The length of the entry can be up to 50000 characters. To create a plain text large multi line field, give data_type as textarea and type key in text area JSON object as "rich_text"
|
{
"fields": [
{
"field_label": "Apartment_details",
"data_type": "textarea",
"length" : 50000,
"textarea": {
"type": "rich_text"
}
}
]
}
|
Picklist Field
Picklist is a field that lets you choose a value from a set of predefined values. The pick list value accepts all alphanumeric and special characters.
To create a picklist field, give data_type as picklist .Picklist fields have dependent JSON array - pick_list_values.
- pick_list_values: This JSON array comprises the options for the picklist field. Inside the array, display_value and actual_values stores the label shown for the picklist value in the CRM UI and the actual internal value of the picklist option respectively. The colour_code field consists of the color code of the picklist option in hex format, if color code is enabled.
- enable_colour_code - Boolean value that represents whether color code is enabled for the script
- history_tracking_enabled - This key when set as true audit/history tracking for the picklist field is enabled. Users with Module Customization permission can enable picklist history tracking. You can enable tracking for one picklist field per module, and this will be applicable across all layouts.
|
{
"fields": [
{
"field_label": "Your picklist's field label",
"data_type": "picklist",
"enable_colour_code": true,
"history_tracking_enabled": true,
"pick_list_values": [
{
"display_value": "Option 1",
"colour_code": "#af38fa",
"actual_value": "Option 1"
},
{
"display_value": "Option 2",
"colour_code": "#ffd6bc",
"actual_value": "Option 2"
},
{
"display_value": "Option 3",
"colour_code": "#cfddbc",
"actual_value": "Option 3"
}
]
}
]
}
|
Global picklist Field
Global sets in Zoho CRM is a type of picklist that helps you easily manage picklist values that recur across modules. To create a global picklist, use the Create Global Picklist API. The global picklist can then be associated to a module in the below format using the Create Custom Field API.
|
{
"fields": [
{
"field_label": "Source",
"data_type": "picklist",
"global_picklist": {
"id": "72223455366"//Id of the global picklist
}
}
]
}
|
Multi-Select Picklist Field
Multi-select picklist allows you to select multiple values while creating or editing record. The pick list value accepts all alphanumeric and special characters. To create a multi select picklist, give data type as multiselectpicklist.
Note that Picklist tracking is not supported for multi-select picklists
|
{
"fields": [
{
"field_label": "Preferred working days",
"data_type": "multiselectpicklist", // Specify the data type as multiselectpicklist*
"pick_list_values": [
{
"display_value": "Monday",
"actual_value": "1"
},
{
"display_value": "Tuesday",
"actual_value": "2"
},
{
"display_value": "Wednesday",
"actual_value": "3"
},
{
"display_value": "Thursday",
"actual_value": "4"
},
{
"display_value": "Friday",
"actual_value": "5"
}
],
"pick_list_values_sorted_lexically": true,
"enable_colour_code": true
}
]
}
|
Auto Number Field
Auto Number fields are used for assigning a unique incremental number automatically to each record, making identification easy. To create an auto number field, set "data_type" as "autonumber" and include an auto_number object with the following keys:
- start_number (mandatory) – Starting value for the auto-number sequence.
- prefix (optional) – (String) to prepend to the number.
- suffix (optional) – (String) to append to the number.
- _update_existing_records (optional) – (Boolean). If set to true, updates existing records with new auto-numbers based on the current format. Default value is false.
|
{
"fields": [
{
"field_label": "Order ID",
"data_type": "autonumber",
"auto_number": {
"start_number": 1000,
"prefix": "ORD-",
"suffix": "-2025",
"_update_existing_records": true
}
}
]
}
|
Currency Field
Currency field is used to store amount values. To create a currency field, set "data_type" as "currency" and define the currency JSON object with the following keys:
- rounding_option(mandatory) – Specifies how values should be rounded:
- "normal" – No rounding.
- "round_off" – Rounds to nearest based on precision.
- "round_up" – Always rounds up based on precision.
- "round_down" – Always rounds down based on precision.
- precision(optional) – Number of decimal places displayed in the UI (e.g., 123.466 with precision 2 becomes 123.47).
- decimal_place(optional) – Maximum number of decimal places stored. Values beyond this are truncated. Max allowed decimal places: 9.
|
{
"fields": [
{
"field_label": "Deal Amount",
"data_type": "currency",
"currency": {
"rounding_option": "round_up",
"precision": 2,
"decimal_place": 3
}
}
]
}
|
Decimal Field
Decimal field is used to store decimal numbers. To add a decimal (floating point) number field, use "data_type": "double".
- length(optional) – Total number of digits allowed, including both sides of the decimal point.
- decimal_place(optional) – Number of digits to allow after the decimal point (e.g., 2 means values like 123.45).
|
{
"fields": [
{
"field_label": "Discount Rate",
"data_type": "double",
"length": 16,
"decimal_place": 2
}
]
}
|
Percent Field
This field type is used to capture percentage values, such as scores or growth rates. To create a percentage field, use "data_type": "percent".
|
{
"fields": [
{
"field_label": "Enrollment number",
"data_type": "bigint",
"length": 18,
"separator": true
}
]
}
|
Long Integer Field
Long Integer Fields are number fields that accept up to 18 digits. To create a long integer field, use "data_type": "bigint".
|
{
"fields": [
{
"field_label": "Enrollment number",
"data_type": "bigint",
"length": 18,
"separator": true
}
]
}
|
Separator: a Boolean key that indicates whether the number is formatted for better readability. It is applicable for data types integer, double, bigint. Refer to this article on changing locale information for information on how to change it.
Checkbox Field
Checkbox value allows you to select or unselect a value indicating true or false. To create a checkbox field, use "data_type": "boolean".
|
{
"fields": [
{
"field_label": "Previously Employed?",
"data_type": "boolean"
}
]
}
|
Lookup Field
Use "data_type": "lookup" to associate records from another module. The lookup JSON object defines the target module, display label, and optional filter criteria.
-
module.api_name(mandatory) – API name of the target module (get via Modules API).
-
display_label(mandatory) – Label shown in the related list.
-
query_details(optional) – Used to define lookup filters. Inside query_details JSON Object following keys are present:
-
criteria(mandatory if query_details is used) – Filter logic.
-
group_operator – "AND"/"OR" (required for multiple conditions).
-
group – Array of filter conditions. Each condition includes:
-
field.api_name: Field in the target module
-
comparator: Operator like contains, equal
-
value: Value to match
-
revalidate_filter_during_edit(optional) – If true, validates filter conditions on record edit.
|
{
"fields": [
{
"field_label": "Your lookup",
"data_type": "lookup",
"lookup": {
"module": {
"api_name": "Contacts"
},
"display_label": "Contact Lookup",
"revalidate_filter_during_edit": true,
"query_details": {
"criteria": {
"group_operator": "AND",
"group": [
{
"field": {
"api_name": "Phone"
},
"comparator": "contains",
"value": "91"
},
{
"field": {
"api_name": "Lead_Source"
},
"comparator": "equal",
"value": [
"Cold Call"
]
}
]
}
}
}
}
]
}
|
Formula Field
Formula fields are used to calculate different types of values, including numeric values, text values, date values, etc. Use "data_type": "formula" to calculate dynamic values based on other fields.
For more details on all the available usages in the formula field, refer to this help doc on formula field. The formula object defines the logic and output type.
- formula.return_type (mandatory for formula field) – Output type of the formula. Possible values: double, currency, text, date, datetime, boolean
- formula.expression(mandatory) – The actual formula logic (e.g., "Sqrt(Len(${Email}))").
- decimal_place(optional) – Number of decimal places (only for double or currency).
- number_separator(optional) – If true, formats the number using separators (default is true).
|
{
"fields": [
{
"field_label": "Total amount",
"data_type": "formula",
"formula": {
"return_type": "double",
"expression": "${Amount} + 150"
},
"decimal_place": 0,
"number_separator": false
}
]
}
|
Auto refresh formula field
These type of formula fields are used when you need an accurate time measurement whenever you view the record. The key "dynamic" set as true indicates that the field is an auto refresh formula field.
For example, the age of a deal can be calculated by comparing the created time of the deal with the current time. A condition can be given to stop computing the value of the auto refresh field.
- dynamic: When set as true, indicates that the formula field is an auto refresh field.
- stop_compute_conditionally: When set as true, indicates that the computation of field stops when the condition given in stop_compute_expression key
-
stop_compute_expression: Mandatory when stop_compute_conditionally is true. Consists of the condition for stopping computation of the auto refresh formula field.
|
{
"fields": [
{
"field_label": "Deal Age",
"data_type": "formula",
"formula": {
"expression": "Datecomp(${Created_Time},Now())",
"return_type": "double",
"dynamic": true,
"stop_compute_conditionally": true,
"stop_compute_expression": "${Probability}==100"//When the deal probability is 100, the calculation gets stopped.
}
}
]
}
|
User lookup Field
User lookup field is used to associate a specific user to a record of the module. Use "data_type": "userlookup" to add a user lookup field.
The lookup JSON object defines the key properties of the user lookup
- query_details (JSON object): Defines filters to restrict which users are selectable.
- criteria: Uses a group of field conditions (field, comparator, value) with a group_operator (AND, OR) to filter users.
- revalidate_filter_during_edit (Boolean): If true, the criteria is reevaluated on record edit for the value selected on the record creation. This option is useful when associated values or fields have changed due to updates. It allows users to re-check and confirm that the correct records are still linked when editing the record.
- sharing_properties (JSON object): Contains details of access given to users
- share_preference_enabled (Boolean): If true, enables access to the records for the users.
- share_permission (String): Defines what level of access the associated user has (e.g., "read-only", "full-access", "read-write").
|
{
"fields": [
{
"field_label": "Assigned Sales Rep",
"data_type": "userlookup",
"tooltip": {
"name": "info_icon",
"value": "Sales user responsible for this lead"
},
"lookup": {
"revalidate_filter_during_edit": true,
//associate only users from countries India, and email containing "zylker.com".
"query_details": {
"criteria": {
"group_operator": "AND",
"group": [
{
"field": {
"api_name": "country"
},
"comparator": "equal",
"value": "India"
},
{
"field": {
"api_name": "email"
},
"comparator": "contains",
"value": "@zylker.com"
}
]
}
}
},
"sharing_properties": {
"share_preference_enabled": true,
"share_permission": "read-only"
}
}
]
}
|
Multiuser lookup Field
Multi-user look up is a lookup field that lets you add multiple users to a module record. It allows you to establish many-to-many relationships between modules and users in CRM.
Multi user lookup can be added by using the data_type "multiuserlookup".
- record_access: This Boolean key when marked as true indicates that the added user has access to the record. The users selected in the multi-user lookup field will be able to 'Edit', 'Delete', 'Change the owner' of that respective record
|
{
"fields": [
{
"field_label": "Associated_Agents",
"data_type": "multiuserlookup",
"multiuserlookup": {
"record_access": true
}
}
]
}
|
File Upload Field
User data type "fileupload" to add a file upload field
|
{
"fields": [
{
"field_label": "Resume Upload",
"data_type": "fileupload",
"length": 1,// Allow only 1 file, Maximum length : 5
"tooltip": {
"name": "info_icon",
"value": "Upload the applicant's resume in PDF or DOC format"
}
}
]
}
|
Image Upload Field
User data type "imageupload" to add an image upload field
|
{
"fields": [
{
"field_label": "Profile Photo",
"data_type": "imageupload",
"length": 1, // Only 1 profile photo allowed, Maximum length 10
"tooltip": {
"name": "info_icon",
"value": "Upload a professional head shot for the employee record"
}
}
]
}
|
Rollup Summary Field
Rollup Summary is a field that aggregates or summarizes a desired related list field. Rollup Summary Fields are of two types - Custom Rollups and Predefined Rollups. You can create only custom rollups using APIs. Supported related modules for APIs are Calls, Meetings, and Tasks
- function - Indicates the mathematical function applied to calculate the rollup summary.
- field_label - Represents the label of the field as it appears in the UI.
- data_type - This must be set to "rollup_summary" for rollup summary field.
- rollup_summary - This object contains all the configuration details for the rollup field.
- return_type - Specifies the type of value returned.
- expression - Defines the calculation logic for the rollup.
- function_parameters An array containing parameters needed by the function, typically including:
- api_name: The field being summarized.
- criteria Defines the filters to apply to the related records. Each condition includes:
- group_operator: If there are multiple conditions, you should also include AND or OR as the group operator for the conditions. It consists of an array of conditions.
- group: Array element of a condition
- field
- api_name: The API name of the field.
- comparator: The comparison operator (e.g., equal, greater_than, contains).
- value: The value used in the comparison.
- function - The function to be applied to the filtered records. Allowed functions : COUNT, MAXIMUM, MINIMUM, AVERAGE, RECENT, UPCOMING, EARLIEST.
- based_on_module - Specifies the module from which to summarize related records.
- related_list - Indicates the related list within the module (e.g., "Deals", "Contacts") to summarize from.
|
{
"fields": [
{
"field_label": "Total Invoice Amount",
"data_type": "rollup_summary",
"rollup_summary": {
"return_type": "currency",
"expression": {
"function_parameters": [
{
"api_name": "Grand_Total"
}
],
"criteria": {
"group_operator": "AND",
"group": [
{
"comparator": "equal",
"field": {
"api_name": "Billing_Country"
},
"value": "United States"
},
{
"comparator": "greater_than",
"field": {
"api_name": "Invoice_Date"
},
"value": "2024-01-01"
}
]
},
"function": "SUM"
},
"based_on_module": {
"api_name": "Invoices"
},
"related_list": {
"api_name": "Invoices"
}
}
}
]
}
|
Multi-Select Lookup Field
Multi-Select Lookup Field enables you to establish a many-to-many relationship between two modules in CRM.
- multiselectlookup : The mulitselectlookup JSON object specify the linking details between the module in which the field is present and another module
- connected_details: This JSON object contains details about the module you want to connect the current module with.
- module.api_name: Specify the module API name you want to link the current module with.
- field.field_label: When connecting a module, the system creates a new lookup field in the connected module for the current module. Use this key to specify a field label in the connected module.
- linking_details: When creating a multi-select lookup field, the system creates a separate module connecting these two modules, which contains their common details. This module is called the linking module
- module: Consists of the details of the linking module.
- plural_label: Specify a plural label for the linking module.
|
{
"fields": [
{
"field_label": "Skills",
"data_type": "multiselectlookup",
"multiselectlookup": {
"connected_details": {
"module": {
"api_name": "Skills"
},
"field": {
"field_label": "SkillName"
}
},
"linking_details": {
"module": {
"plural_label": "EmpXSkill"
}
}
}
}
]
}
|
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Hi, Notifications from CRM are not reaching my users as they trigger. We have several workflow triggers set up that send emails to staff as well as the notifications users get when a task is created for them or a user is tagged in the notes. For the past 6 days these haven't been coming through in real time, instead users are receiving 30-40 notifications in one push several hours later. This is beginning to impact our daily usage of CRM and is having a negative effect on our productivity becauseTicket layout based on field or contact
Hi! I want to support the following use-case: we are delivering custom IT solutions to different accounts we have, thus our ticket layouts, fields and languages (priority, status field values should be Hungarian) will be different. How should I setupAdd specific field value to URL
Hi Everyone. I have the following code which is set to run from a subform when the user selects a value from a lookup field "Plant_Key" the URL opens a report but i want the report to be filtered on the matching field/value. so in the report there isSyncing Bills in Zoho Books to Zoho CRM
Is there any way to sync the Bills in Zoho Books in Zoho CRMSAML in Zoho One vs Zoho Accounts
What is the difference between setting up SAML in Zoho Accounts: https://help.zoho.com/portal/en/kb/accounts/manage-your-organization/saml/articles/configure-saml-in-zoho-accounts ... vs SAML in Zoho One?: https://help.zoho.com/portal/en/kb/one/admin-guide/custom-authentication/setting-up-custom-authentication-with-popular-idps/articles/zohoone-customauthentication-azureHow do I change the order of fields in the new Task screen?
I have gone into the Task module layout, and moving the fields around does not seem to move them in the Create Task screen. Screenshot below. I have a field (Description) that we want to use frequently, but it is inconveniently placed within the MoreZoho Inventory. Preventing Negative Stock in Sales Orders – Best Practices?
Dear Zoho Inventory Community, We’re a small business using Zoho Inventory with a team of sales managers. Unfortunately, some employees occasionally overlook stock levels during order processing, leading to negative inventory issues. Is there a way toCRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more
Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),Deactivated Zoho One account can sign in
I am concerned by the fact that deactivated users in Zoho One have the ability to sign in even after their account has been deactivated (not deleted). these inactive identities have no access to individual Zoho apps or data. based on my experience theyHow can I reset the password for a user in Zoho Projects
We need to reset the password for a user in Zoho Projects. I am the admin portal owner and there was nothing to be found to do this. very confusing.No funcionan correctamente el calculo de las horas laborales para informe de tickets
Hola, estoy intentando sacar estadísticas de tiempo de primera respuesta y resolución en horario laboral de mis tickets, pero el calculo de horas en horario laboral no funciona correctamente cree los horarios con los feriados : Ajusté los acuerdos deHow can I add a comment to an existing ticket via API?
I need to add comments/notes to the history of an existing ticket using the API without overwriting the original ticket description. Thanks!Internal Error When Accessing Team Inbox.
All our users are seeing this error in teaminbox. Because its a critical tool kindly resolve this issue ASAP.Marketer's Space: Proven tips to improve open rates – Part III
Hello Marketers! Welcome back to another post in Marketer's Space! This is the final post in the "open rate series". In the first and second parts, we discussed topics ranging from sender domains to pre-headers—but we're not done yet. A few more importantMCP no longer works with Claude
Anyone else notice Zoho MCP no longer works with Claude? I'm unable to turn this on in the claude chat. When I try to toggle it on, it just does nothing at all. I've tried in incognito, new browsers, etc. - nothing seems to work.Change Number Field to Decimal Field
Hi, It would be nice to be able to change the field type without having to delete it and create a new one, messing up the database and history. Thanks DanAllow Text within a Formula
Hi, I would like to be able to use this for others things like taking an existing Date Field and copying its value, so by entering getDay(Date)&"-"&getMonth(Date)&"-"&getYear(Date) it results in 01-02-2026. And then when the Date is changed so is thisZoho Social - Feature Request - Reviewer Role
Hi Social Team, I've come across this with a couple of clients, where they need a role which can review and comment on posts but who has no access to create content. This is a kind of reviewer role. They just need to be able to see what content is scheduledZoho Books/Inventory - Update Marketplace Sales Order via API
Hi everyone, Does anyone know if there is a way to update Sales Orders created from a marketplace intigration (Shopify in this case) via API? I'm trying to cover a scenario where an order is changed on the Shopify end and the changes must be reflectedZoho Inventory / Finance Suite - Add feature to prevent duplicate values in Item Unit field
I've noticed that a client has 2 values the same in the Unit field on edit/create Items. This surprised me as why would you have 2 units with the same name. Please consider adding a feature which prevents this as it seems to serve no purpose.Zoho CRM for Everyone's NextGen UI Gets an Upgrade
Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everythingKaizen #224 - Quote-driven Deal Reconciliation Using Zoho CRM Functions and Automation
Hello everyone! Welcome back to another instalment in the Kaizen series. This post covers quote-driven deal reconciliation, emphasizing Functions and Automation to address practical sales challenges. Business Challenge Sales organizations often mark dealsDependent / Dynamic DropDown in ZohoSheets
Has anyone figured out a way to create a Dropdown, the values of which is dependent on Values entered in the other cell ?Zoho Inventory - Composite Items - Assembly - Single Line Item Quantity of One
Hi Zoho Inventory Team, Please consider relaxing the system rules which prevent an assembly items from consisting of a single line item and outputting a quantity of 1. A client I'm currently working with sells cosmetics and offers testers of their productsDirectly Edit, Filter, and Sort Subforms on the Details Page
Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevantBARCODE PICKLIST
Hello! Does anyone know how the Picklist module works? I tried scanning the barcode using the UPC and EAN codes I added to the item, but it doesn’t work. Which barcode format does this module use for scanning?Zoho Inventory - Allow Update of Marketplace Generated Sales Orders via API
Hi Inventory Team, I was recently asked by a client to create an automation which updated a Zoho Inventory Sales Order if a Shopify Order was updated. I have created the script but I found that the request is blocked as the Sales Order was generated byHow do I create an update to the Cost Price from landed costs?
Hi fellow Zoho Inventory battlers, I am new to Zoho inventory and was completely baffled to find that the cost price of products does not update when a new purchase order is received. The cost price is just made up numbers I start with when the productManage control over Microsoft Office 365 integrations with profile-based sync permissions
Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with administrator profiles can now manage profile-based permissionsZoho OAuth Connector Deprecation and Its Impact on Zoho Desk
Hello everyone, Zoho believes in continuously refining its integrations to uphold the highest standards of security, reliability, and compliance. As part of this ongoing improvement, the Zoho OAuth default connector will be deprecated for all Zoho servicesVoC in Zoho CRM is now data savvy: Explore response drilldown, summary components and participation in CRM criteria
VoC has all the goods when it comes to customer intelligence—which is why we're constantly enhancing it. We recently added the following: A customer drilldown component that shows you the list of prospects and customers behind a chart's attribute ExpandedHow do I bulk archive my projects in ZOHO projects
Hi, I want to archive 50 Projects in one go. Can you please help me out , How can I do this? Thanks kapilError 0x800CCC0F Outlook
Hello, i cannot send or receive email in outlook. can you please help. 'Sending' reported error (0x800CCC0F) : 'The connection to the server was interrupted. If this problem continues, contact your server administrator or Internet service provider (ISP).'Passing the CRM
Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine whenCan I add Conditional merge tags on my Templates?
Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letterZoho vault instal on windows
I am trying to use Zoho Vault Desktop for Windows, but I am unable to complete the sign-in process. Problem description After logging in to my Zoho account and clicking Accept on the authorization page, nothing happens. The application does not proceedNext Page